Financial Investment Managers

Financial Investment Managers invest and manage sums of money and assets on behalf of others over an agreed period of time, in order to generate income and profit.

What the job involves

• Interviews prospective clients to determine financial status and objectives, discusses financial options and develops financial plans and investment strategies

• Monitors investment performance, and reviews and revises investment plans based on modified needs and changes in markets

• Recommends and arranges insurance cover for clients

• Arranges to buy and sell stocks and bonds for clients

• Advises on investment strategies, sources of funds and the distribution of earnings

• Sets financial objectives, and develops and implements strategies for achieving the financial objectives

• Manages funds raised from personal superannuation savings policies and unit trusts

• May refer clients to other organisations to obtain services outlined in financial plans